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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,791 | $196,972-53.9% | $182,262-50.2% | $198,609-54.3% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 54.89% | 158.27%-103.4pp | 140.60%-85.7pp | 202.70%-147.8pp |
| Employer contribution / active EE | $3,435 | $5,364-36.0% | $5,046-31.9% | $5,055-32.1% |
| Participant deferral / active EE | $6,444 | $8,643-25.4% | $8,276-22.1% | $6,977-7.6% |
| Admin fee / account holder | $5,861 | $18,429-68.2% | $16,712-64.9% | $19,030-69.2% |